Michael R Herkert

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-06-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wally's Bagels	Closter	NJ	05/2017	08/2017
Rsc Solutions	Rockleigh	NJ	05/2018	08/2018
Rsc Solutions	Rockleigh	NJ	05/2019	08/2019
Office Of The Public Defender For Baltimore County	Towson	MD	09/2019	03/2020
Donald W. Rifkin, Cpa	Hackensack	NJ	06/2020	08/2020
Palisade Children Center, Inc.	Union City	NJ	12/2019	01/2020
Unemployed	Rockleigh	NJ	08/2018	05/2019
Unemployed	Rockleigh	NJ	04/2020	05/2020
Unemployed	Closter	TX	11/2015	05/2017
Unemployed	Cluster	NJ	08/2017	05/2018
Kestra Investment Services	Hackensack	NJ	09/2020	06/2022
Commonwealth Financial Network	Waltham	MA	06/2022	Present
Westchester Financial Advisors	Tarrytown	NY	06/2022	Present

05/2017 → 08/2017

Wally's Bagels

Closter, NJ
05/2018 → 08/2018

Rsc Solutions

Rockleigh, NJ
05/2019 → 08/2019

Rsc Solutions

Rockleigh, NJ
09/2019 → 03/2020

Office Of The Public Defender For Baltimore County

Towson, MD
06/2020 → 08/2020

Donald W. Rifkin, Cpa

Hackensack, NJ
12/2019 → 01/2020

Palisade Children Center, Inc.

Union City, NJ
08/2018 → 05/2019

Unemployed

Rockleigh, NJ
04/2020 → 05/2020

Unemployed

Rockleigh, NJ
11/2015 → 05/2017

Unemployed

Closter, TX
08/2017 → 05/2018

Unemployed

Cluster, NJ
09/2020 → 06/2022

Kestra Investment Services

Hackensack, NJ
06/2022 → Present

Commonwealth Financial Network

Waltham, MA
06/2022 → Present

Westchester Financial Advisors

Tarrytown, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-16

Other Firms